Institutional Ownership Invesco Trust For Investment Grade Municipals (VGM)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade Municipals (VGM). We have compiled data on the 118 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
3,104,734
shares
|
$30 Million
1.28% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
2,632,775
shares
|
$25.4 Million
1.74% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,001,609
shares
|
$19.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,396,874
shares
|
$13.5 Million
5.8% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,045,771
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Added 43.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
968,318
shares
|
$9.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
880,132
shares
|
$8.5 Million
0.08% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
535,226
shares
|
$5.17 Million
0.0% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
518,847
shares
|
$5.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
515,081
shares
|
$4.98 Million
0.0% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
459,388
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2025
Added 27.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
436,469
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
370,360
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Mackay Shields LLC
|
Apr 28, 2025 Q1 2025 |
370,162
shares
|
$3.58 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
366,710
shares
|
$3.54 Million
0.0% of portfolio
|
Q1 2025
Added 21.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
338,727
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
325,638
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
238,477
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
231,250
shares
|
$2.23 Million
0.31% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
229,135
shares
|
$2.21 Million
1.06% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
208,615
shares
|
$2.02 Million
0.04% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
193,768
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
185,821
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
176,109
shares
|
$1.7 Million
0.92% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
175,758
shares
|
$1.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 20.7%
|